Essential Documents for BrokerBot Reference
1. Leadership Roster (who to call/email for what)
Escalation points and decision-makers.
2. Policy & Procedure Manual (with brand guidelines)
Compliance, operations, and branding standards.
3. ICA – Independent Contractor Agreement
Brokerage–agent relationship terms.
4. File Turn-In checklist(s)
Typically referenced by file reviewers for file completion and compliance processing.
5. Listing Contract
Residential listing agreement (local standard form).
6. Purchase Contract
Residential purchase contract (local standard form).
Tips for Uploading
Use clear file names (e.g., "ICA – 2025.pdf") for easy reference & version control.
Prioritize PDFs over other file types for optimal responses.
Keep it simple: upload only the essentials.
Next Steps
Upload the essentials.
Invite all your agents to the platform to start using BrokerBot.
Use BrokerBot's Training Center to refine answers to match your Brokerage's preferences.
Drive adoption internally to make BrokerBot your team's go-to AI platform.
AI is here, and if it's between the agents using an external, unregulated, unmonitored system or using one where your office can maintain a level of support and oversight, the choice is clear.
Questions or Feedback?
Please reach out to [email protected]
Thanks for building with us.